1. S A L E S & M A R K E T I N G
F U N N E L O P T I M I Z A T I O N
by Oleg Tomenko

2. P R O B L E M

3. 01
02
03
04 Forecast mess
Reporting mess
Tech mess
Data mess

4. F O R E C A S T M E S S

5. R E P O R T I N G M E S S

6. T E C H M E S S

7. D A T A M E S S

8. F R A M E W O R K

9. lead & customer journey
sales funnels
marketing funnels
CRM
Automation & sync
01
02
03
04
05
Guidelines & Team onboarding
06

10. L E A D & C U S T O M E R J O U R N E Y :
v i s u a l i z e i t !

11. Sales
funnel
Customer
success
Outbound
marketing
Inbound
marketing

12. S A L E S F U N N E L S

13. MQL
SQL
estimate
call
negotiation
won lost

14. M A R K E T I N G F U N N E L S

15. Email outreach
LinkedIn
UPWORK
WEBSITE FORM
Google Ads
Facebook Ads
Clutch
Goodfirms
Events
Referrals
PARTNERSHIP
Website chat
Inbox

18. C R M
A S A S I N G L E S O U R C E O F T R U T H

19. deals
sales funnel
opportunities
marketing funnel
leads

20. P S E U D O C R M S
Expandi
Apollo
Reply
Intercom

21. A U T O M A T I O N & S Y N C
IN-BUILT SYNC

22. M O S T P O P U L A R A U T O M A T I O N S

23. Campaign in
Lemlist
Mark Lead
status in
Hubpsot
Assign to
sales
Husbpot
Prospect
list
Replied
Unsub/bounced

24. Website
form
filled
New
MQL
Lead
Assign
to
sales
Email
auto
reply
GA 4
Conversion

25. LinkedIn Ad
filled
the form
Mailchimp -
enroll in
email
automation
Email
auto
reply

26. G U I D E L I N E S

27. Q & A

28. Telegram
YouTube
T H A N K S F O R W A T C H I N G
LinkedIn
Website
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